C

Covestor Portfolio holdings

AUM $181M
1-Year Est. Return 27.67%
This Quarter Est. Return
1 Year Est. Return
+27.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,943
New
Increased
Reduced
Closed

Top Buys

1
+$781K
2
+$573K
3
+$296K
4
HUBS icon
HubSpot
HUBS
+$238K
5
ARCH
Arch Resources, Inc.
ARCH
+$206K

Top Sells

1
+$2.06M
2
+$1.08M
3
+$1.05M
4
OBE
Obsidian Energy
OBE
+$941K
5
AYX
Alteryx Inc
AYX
+$829K

Sector Composition

1 Technology 19.93%
2 Financials 12.48%
3 Industrials 12.44%
4 Healthcare 10.66%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
$1K ﹤0.01%
+45
2052
$1K ﹤0.01%
53
-63
2053
$1K ﹤0.01%
380
+72
2054
$1K ﹤0.01%
82
+6
2055
$1K ﹤0.01%
52
-321
2056
$1K ﹤0.01%
81
+16
2057
$1K ﹤0.01%
30
-96
2058
$1K ﹤0.01%
13
-2
2059
$1K ﹤0.01%
115
-29
2060
$1K ﹤0.01%
39
-1
2061
$1K ﹤0.01%
55
+24
2062
$1K ﹤0.01%
95
+94
2063
$1K ﹤0.01%
33
+18
2064
$1K ﹤0.01%
74
-31
2065
$1K ﹤0.01%
75
2066
$1K ﹤0.01%
8
2067
$1K ﹤0.01%
36
-2
2068
$1K ﹤0.01%
7
2069
$1K ﹤0.01%
96
-2
2070
$0 ﹤0.01%
+1
2071
$0 ﹤0.01%
23
-3
2072
$0 ﹤0.01%
1
2073
$0 ﹤0.01%
1
-1
2074
$0 ﹤0.01%
4
2075
$0 ﹤0.01%
7
-1
81 82
83
84 85